LWA
LWS Wealth Advisors’s SPDR S&P 500 ETF Trust SPY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.39M | Sell |
5,029
-1
| -0% | -$475 | 0.9% | 27 |
|
|
2023
Q3 | $2.15M | Sell |
5,030
-64
| -1% | -$27.4K | 0.94% | 26 |
|
|
2023
Q2 | $2.26M | Sell |
5,094
-1,443
| -22% | -$640K | 0.95% | 25 |
|
|
2023
Q1 | $2.68M | Sell |
6,537
-870
| -12% | -$356K | 1.1% | 24 |
|
|
2022
Q4 | $2.83M | Buy |
7,407
+2,596
| +54% | +$993K | 1.19% | 23 |
|
|
2022
Q3 | $1.72M | Sell |
4,811
-1,359
| -22% | -$485K | 0.66% | 28 |
|
|
2022
Q2 | $2.33M | Buy |
6,170
+1,135
| +23% | +$428K | 1.1% | 25 |
|
|
2022
Q1 | $2.27M | Buy |
5,035
+2,205
| +78% | +$996K | 0.97% | 24 |
|
|
2021
Q4 | $1.34M | Sell |
2,830
-21
| -0.7% | -$9.97K | 0.55% | 28 |
|
|
2021
Q3 | $1.22M | Sell |
2,851
-27
| -0.9% | -$11.6K | 0.54% | 28 |
|
|
2021
Q2 | $1.23M | Buy |
2,878
+81
| +3% | +$34.7K | 0.55% | 28 |
|
|
2021
Q1 | $1.11M | Sell |
2,797
-54
| -2% | -$21.4K | 0.5% | 31 |
|
|
2020
Q4 | $1.07M | Buy |
2,851
+334
| +13% | +$125K | 0.48% | 32 |
|
|
2020
Q3 | $843K | Sell |
2,517
-193
| -7% | -$64.6K | 0.41% | 31 |
|
|
2020
Q2 | $836K | Sell |
2,710
-407
| -13% | -$126K | 0.44% | 31 |
|
|
2020
Q1 | $803K | Sell |
3,117
-350
| -10% | -$90.2K | 0.52% | 28 |
|
|
2019
Q4 | $1.12M | Buy |
+3,467
| New | +$1.12M | 0.57% | 26 |
|